Welcome Capital Market Day 2019

Georg Fischer Ltd

Andreas Müller, CEO

2

Agenda

Capital Market Day | 25 September 2019 | Andreas Müller

10:00 Welcome and introduction Andreas Müller, CEO

10:15 Sustainability – a part of what we do Mads Joergensen, CFO

10:30 Connected innovations making flow sustainable Joost Geginat, Head of GF Piping Systems

10:50 Solutions for the future of mobility Carlos Vasto, Head of GF Casting Solutions

11:10 Digitalization and the rise of intelligent manufacturing Pascal Boillat, Head of GF Machining Solutions

11:30 Coffee break

12:00 Show Cases Various Moderators

13:30 Questions & Answers All

14:00 Lunch

14:30 Biel Plant / Visit of Innovation Centre All

15:30 End

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New Innovation Center – Milling Manufacturing

… completedThe beginning …

4

Technology Day 2016

Capital Market Day | 25 September 2019 | Andreas Müller

Cool Fit E-Mobility Laser Applications

Innovations for tomorrow

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Contributing to everyone's life

1802 today

Innovation – a value driver for >200 years …

ELGEF

SiBoDur

Plastics Molding

EDM

HSM

AM

HPDC

PVC /

TangitPE

Cool FitSensors

Georg Fischer

founded in

Schaffhausen

SYGEF

Capital Market Day | 25 September 2019 | Andreas Müller7

Hycleen

Part Inspector

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… remaining a key pillar of our strategy

Capital Market Day | 25 September 2019 | Andreas Müller

+GF+ +GF++GF+

Widen presence in growth markets,

adapt portfolio & footprint in EuropeShift divisions’ portfolio

to higher margin businesses

Drive innovation excellence

and sales proficiency

Understand customers

Quick prototypes

Agile implementation

Design ThinkingCustomer-centered innovation

Annual

Growth 3-5%

ROS 9-10%

ROIC 20-24%

Objectives

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Global trends …

Increasing Environmental relevanceGrowing & aging population and urbanization

Capital Market Day | 25 September 2019 | Andreas Müller

Increasing environmental relevanceGrowing & aging population and urbanization

30%

1950

55%

2018

68%2050

Increasing functional integration

Increasing demand for data centers

Digitalization and miniaturization

81by 2025

Gram CO2 / km

95by 2021

More than 33% of the

world’s drinking water is lost due to leakages

Increasing precision needs

11 Billionpeople by 2100

59by 2030

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… offer opportunities in our segments

Safer

Cleaner Smaller

Lighter

More complex

More efficient

Capital Market Day | 25 September 2019 | Andreas Müller

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Our learning culture …

Agile

Capital Market Day | 25 September 2019 | Andreas Müller

Customers

Universities

Start-ups

Industrial

Partners

& Suppliers

DesignThinking

ImplementationEco-System

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… paired with customer collaboration …

Capital Market Day | 25 September 2019 | Andreas Müller

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… leads to digitally enhanced innovations

Capital Market Day | 25 September 2019 | Andreas Müller

Track & Trace Operational Excellence Machines Dashboard

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Our show cases – solutions for tomorrow

Printed aero engine parts

Lightweight magnesium parts

Real time monitoring solutions in

EDM and Milling

Hycleen Automation and Digital Line

Capital Market Day | 25 September 2019 | Andreas Müller

Mads Joergensen, CFO

Sustainability –a part of what we do

Capital Market Day | 25 September 2019 | Mads Joergensen16

Sustainability is integrated in our strategy and part of our culture

based on…

Ethical business conduct

Being a responsible employer

Care for environment

Safe & hygienic

transport of water

Reduction of CO2 -

emission through

lightweight design &

materials

Energy-efficiency

through state-of-the

art machines

GF Piping Systems GF Casting Solutions GF Machining SolutionsUN sustainable

development goals

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Urbanization drives need for piping systems

Urban infrastructure needs

Replacement of 760 km of networks

Reduction of water loss by -17%

Annual savings of 75 billion

liters of water p.a.

Equivalent to ~ 8% of the annual water

consumption in Switzerland

More than 33% of the world’s

drinking water is lost due to leakages

$14B annual revenue lost

Substantial water loss reduction in Brazil

30%

1950

55%

2018

68%2050

Capital Market Day | 25 September 2019 | Mads Joergensen

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Increased environmental regulations drive demand for lighter components

Weight reduction by 56% per vehicle:

Reduced CO2 -emissions over vehicle lifetime of all produced

vehicles: 375'000 t1) or 40% of the annual CO2

emissions of Zurich City

Lightweight cast solution

developed by GF 4.2 kg Previous sheet

metal part 9.6 kg

1) Audi A6. GF assumptions: 150'000 km lifetime over 8 years and 250'000 cars p.a.

CO2-regulations EU Significant CO2 reduction

59by 2030

81by 2025

Gram CO2 / km

95by 2021

130by 2015

Capital Market Day | 25 September 2019 | Mads Joergensen

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Demand for efficient turbines More than 30% efficiency increase

Cost focus and eco regulations drive demand for micro-machined turbine components

Efficiency

Noise

NOx

CMC is 2/3 lighter with 20% higher

temperature resistance

Ventilation

micro-holes

improve

performance

and efficiency

CMC

Capital Market Day | 25 September 2019 | Mads Joergensen

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On site collection of filter

dust – provided at GF site

in Traisen (Austria) to the

nearby cement plant for

co-processing

Silver certification under

the LEED 2009 rating

system for GF Linamar

site in Mills River (USA).

Energy-efficient technology

and use of ambient air as

methods for cooling at

production plants in

Schaffhausen and Biel

Sustainability investments in production facilities

world-wide …

Biel building with minergy

standard and heat

recuperation

Capital Market Day | 25 September 2019 | Mads Joergensen

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• Occupational Health and Safety carries

the highest priority at GFEfforts to enable flexible

working models and

support employees in

balancing family & work

Continuous work on

modernizing the production

and working facilities to

create ergonomic and

collaborative spaces

Safety first!

• Zero Risk campaign and accompanying

monitoring measures contributed to

decline in work-related accidents:

in 2018, the accident rate reduced by

33% from the baseline (avg. of 2013-

2015)

25.220.8 19.7

15.9 15.9

Accident rate (per 1'000'000 working hours)

2014 2015 2016 2017 2018

Employer attractiveness

… and in our people - social responsibility is at the

heart of GF

Capital Market Day | 25 September 2019 | Mads Joergensen

Among the first to report on sustainability …

20102005 2006 2007 2008 2009 2011

20172012 2013 2014 2015 2016 2018

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Thank you!

Capital Market Day | 25 September 2019 24

Disclaimer

This document is for presentation purposes only and should not be construed as an offer,

invitation or solicitation to subscribe for, purchase or sell any investment. Neither it nor

anything it contains shall form the basis of any contract whatsoever.

Opinions expressed herein reflect the current judgement of the management of GF. The

presentation contains forward-looking statements that involve risks and uncertainties. The

actual results of GF may differ materially from those anticipated in these forward-looking

statements and forecasts as a result of a number of factors.

The management of GF does not accept any liability whatsoever with respect to the use of this

presentation.